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W9Finder by FormSignal
W9Finder helps accounting teams collect missing W-9s before 1099 season. Import a vendor CSV, identify records that need cleanup, send secure W-9 request links, review uploaded documents, and export a cleaner vendor file for your firm workflow. FormSignal built this product for practical W-9 follow-up, not for tax advice or filing guarantees.
Import vendor lists
Start from the CSV your firm already has. W9Finder keeps the workflow centered on clients, vendors, W-9 status, and missing fields.
Request missing W-9s
Send request links, track submitted documents, and keep reminder work visible for the team instead of chasing one-off inbox threads.
Review before export
Route exceptions to firm users, approve parsed fields, and export vendor data only after review. IRS form references are linked in the sources below.
Built for W-9 cleanup before 1099 work
The IRS describes Form W-9 as a way to provide a correct taxpayer identification number to a requester. W9Finder helps firms organize that collection workflow with private uploads, hashed request tokens, encrypted full TIN storage, and owner-controlled exports.
For firms that already have a vendor spreadsheet, the first step is usually not a full platform migration. The first step is finding which vendors need attention, then sending focused requests and preserving a review trail.
Free QA tool
Scan your vendor list for W-9 gaps
Use the Vendor Readiness Scanner to spot missing W-9s, incomplete vendor details, and records that need review before your firm starts cleanup work.
FAQ
What is W9Finder?
W9Finder is the W-9 collection product from FormSignal. It helps firms import vendor lists, find missing W-9s, send request links, review uploaded documents, and export cleaner vendor records.
Does W9Finder file 1099s?
W9Finder focuses on W-9 collection and vendor readiness for accounting workflows. Firms should use their chosen filing process and professional review before submitting tax forms.
Can staff members use W9Finder?
Yes. Owners can add staff members so firm teams can help with clients, vendors, requests, documents, and exports while owner-only settings stay restricted.
How does W9Finder protect W-9 data?
Uploaded documents are stored privately, request tokens are hashed, and full TIN values are encrypted. The product is designed to avoid exposing full TINs in normal UI and logs.